FJ Research
Bold bets on category-defining companies
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 133 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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fjresearch.comLatest Issues
Recursion is up +50% from our entry. Here’s my next move.
Congratulations to everyone who followed along.
Recursion $RXRX is up +50.67% from our entry.
Portfolio Move
Bold bets on category-defining companies
I sold my entire Palantir position and put the money straight into SpaceX.
Owning Amazon Looks Like a Terrible Mistake Right Now
Time to sell and move on?
Owning Amazon looks uncomfortable right now. It’s my second biggest position and the stock has been heavy after Meta launched Muse and Amazon blocked the agent from shopping on its site.
Oscar Health looks like a 2x from here
They call me “Oscar OG”
They call me one of the Oscar Health OG’s around here. I covered the stock early and initiated a position when almost nobody wanted to hear about it. My average cost is $13.19. As of today that position is up roughl...
Nubank ($NU) Update
Clean quarter & US market entry
Nubank delivered another clean quarter and finally entered the US market:
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Bold bets on category-defining companies fjresearch.com
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